How to Do Business Online - Part 10 of 10

Online 24/7/365 Customer Service Made Easy with SehHey - Self Service Certificates of Insurance

After you have made the sale you customer will still need to get things from you.

A Certificate of Insurance is a common need for business accounts. Cap Dat ACORD uses the SehHey collaboration to provide you a great Self Service Certificate of Insurance options.

• Better customer service
• Less work for you
• You are still in control and have a permanent record of all certificates issued
• Happy customers who can get what he needs anytime he needs it

See how this is done in this video.

How to Do Business Online - Part 9 of 10

Create a Policy Record Now That You Wrote the Policy

Now that you have turned a prospect into a customer, add the policy information to Cap Dat ACORD.

Policy information makes these features available...

• Renewal list
• Commission reports
• Payments and payment history

See how this is done in this video.

How to Do business Online - Part 8 of 10

Get Your Prospects Signature Using SehHey

Getting signatures online is a constant problem no more using SehHey's collaboration tools. It is easy, safe and secure.

• Access the documents through the free SehHey account you provide
• Print the documents needing a signature
• Sign the documents
• Scan the signed documents
• Upload the scanned and signed documents back into the free SehHey account you provide

See how this is done in this video.

How to do Business Online - Part 7 of 10

Send a Text Message or an E-mail from Cap Dat ACORD

You can send e-mails or text messages to your prospects from the Cap Dat ACORD messaging center

• E-mails go to your prospects normal email account
• E-mails contain link allowing prospect to respond inside the Cap DAt ACORD messaging system
• Text messages go to their phone
• Permanent record of all are a part of Cap Dat ACORD Profile

See how this is done in this video.

How to do Business Online - Part 6 of 10

Share Applications and Proposals with Your Prospect

When you are ready to present a proposal to your prospect you can share the proposal with them using SehHey Lite Connect. This gives each of you the benefits of online collaboration without the inconvenience to your prospect of making them create yet another account.
SehHey Lite Connect benefits include...

• Securely share documents, presentations and applications online
• Allow your prospect to upload addtional documents or other files you may need to close the sale
• Account access times out after 30 days
• You can convert this to a full SehHey account at any time in the future when you make the sale and need to provide 24/7/365 online service

See how this is done in this video.

How to do Business Online - Part 5 of 10

Send Applications to Your Underwriter

Cap Dat ACORD's collaboration platform - SehHey - lets you submit your applications to your underwriters in a professional and secure manner. Benefits of using SehHey collaboration include...

• Avoid Firewall and e-mail attachment size issues
• Keep private information secure and compliant with privacy laws
• Keep a single source of all documents and other data or files

See how this is done in this video.

How to Do Business Online - Part 4 of 10

Complete Applications and Proposals

In working with folks there is always paperwork to complete, proposals and presentations to prepare and give. All this can be done securely and in an organized way inside Cap Dat ACORD.

• Combine and complete ACORD forms and other applications, upload proposals, pictures, spreadsheets, etc to one single source space where all your team members - co-workers - can see and use the same information and documents.
• Our messaging center allows you to keep a complete trail of all emails and text messages with the customer or prospect account and lets you share Customer emails with all members of your team for maximum customer service.

See how this is done in this video.

How to Do Business Online - Part 3 of 10

Reminders - Follow Up and Keep Your Committments

During your conversations with your prospect you will make committments about the next steps you will take and a timeline for those steps. Cap Dat ACORD Reminders helps you keep these committments. You can...

• Set e-mail Reminders to follow up
• Assign Reminders to yourself, co-workers, multiple people for any given task
• Use e-mail Reminders to send scheduled e-mails to clients and prospects

See how this is done in this video.

How to Do Business Online - Part 2 of 10

Notes - Know What Was Said

As you work with your prospect you will keep notes about meetings and phone calls. Cap Dat ACORD Notes...

• Keep and archive all notes about meetings and conversations
• All information accessible to all members of your team - you control access permissions
• All notes are permanently archived, including each version of every note

See how this is done in this video.

How to Do Business Online - Part 1 of 10

How to Do Business Online

Accomplish the Same Things from Your Online Office with Your Customers and Propsects as You Would if They Were in Your Physical Office

Lets take a look at how Cap Dat ACORD is used to work with a new prospect and turn them into a customer, then how you continue to use it to provide great customer service.
Start with meeting a new prospect.

Customer / Prospect Profiles - Know Who You Are Working With

When you have a new prospect the first step is to create a new Profile. Cap Dat ACORD Profiles...

• Maintain each customer's data and related emails in an organized, single view
• Make all information accessible to all members of your team - you control access permissions

See how this is done in this video.

Reminders in Cap Dat ACORD

Today we added reminders to our Cap Dat ACORD service.

Here is a short video showing the service.





Reminders - Follow Up and Keep Your Committments

During your conversations with your prospect you will make committments about the next steps you will take and a timeline for those steps. Cap Dat ACORD Reminders helps you keep these committments. You can...

1 - Set e-mail Reminders to follow up
2 - Assign Reminders to yourself, co-workers, multiple people for any given task
3 - Use e-mail Reminders to send scheduled e-mails to clients and prospects